See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,819 | $202,318-19.5% | $172,739-5.7% | $152,861+6.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.58% | 1029.65%-1015.1pp | 802.84%-788.3pp | 345.32%-330.7pp |
| Employer contribution / active EE | $1,554 | $5,856-73.5% | $5,143-69.8% | $4,762-67.4% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,850+184.9% |
| Admin fee / account holder | $959 | $17,109-94.4% | $13,954-93.1% | $11,596-91.7% |